HoldingsChannel.com
Retirement Planning Group Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,232,004 -6,300 $94,716
     SCHB1,232,004-6,300$94,716
JP MORGAN EXCHANGE TRADED FD (JMIN) 1,711,947 +87,282 $53,704
     JMIN1,711,947+87,282$53,704
VANGUARD SCOTTSDALE FDS (BNDW) 644,295 +27,154 $50,654
     BNDW644,295+27,154$50,654
ISHARES TR (ICSH) 1,002,462 +47,664 $50,454
     ICSH1,002,462+47,664$50,454
VANGUARD GROUP (VIG) 343,806 +4,893 $42,859
     VIG343,806+4,893$42,859
SCHWAB STRATEGIC TR 1,033,533 -47,354 $34,758
     SCHF1,033,533-47,354$34,758
VANGUARD INTL EQUITY INDEX F (VWO) 532,783 +3,643 $23,693
     VWO532,783+3,643$23,693
JP MORGAN EXCHANGE TRADED FD (JQUA) 723,793 +723,793 $22,662
     JQUA723,793+723,793$22,662
ISHARES TR (LQD) 163,949 -124,251 $20,979
     LQD163,949-124,251$20,979
SCHWAB STRATEGIC TR 289,692 +13,526 $15,478
     SCHZ289,692+13,526$15,478
GOLDMAN SACHS ETF TR (GSLC) 156,992 +156,992 $10,153
     GSLC156,992+156,992$10,153
SCHWAB STRATEGIC TR 305,946 +1,086 $8,374
     SCHE305,946+1,086$8,374
GOLDMAN SACHS ETF TR (GSIE) 236,277 +236,277 $7,147
     GSIE236,277+236,277$7,147
ISHARES TR (DVY) 59,303 -654 $6,266
     DVY59,303-654$6,266
SPDR SERIES TRUST (SPMD) 156,419 -1,623 $5,667
     SPMD156,419-1,623$5,667
SCHWAB STRATEGIC TR 100,671 +5,171 $5,082
     SCHO100,671+5,171$5,082
ISHARES TR (USMV) 54,365 -18,270 $3,566
     USMV54,365-18,270$3,566
VANGUARD INDEX FDS (VOO) 10,601 +10,601 $3,136
     VOO10,601+10,601$3,136
VANGUARD TAX MANAGED INTL FD (VEA) 70,383 +879 $3,101
     VEA70,383+879$3,101
APPLE INC 8,784 +19 $2,580
     AAPL8,784+19$2,580
KANSAS CITY SOUTHERN 16,283 UNCH $2,494
     KSU16,283UNCH$2,494
ISHARES TR (MUB) 20,996 +974 $2,392
     MUB20,996+974$2,392
ISHARES TR (IVV) 5,978 -24 $1,932
     IVV5,978-24$1,932
ISHARES TR (LRGF) 54,547 -4,472 $1,881
     LRGF54,547-4,472$1,881
SCHWAB STRATEGIC TR 38,929 -1,396 $1,640
     FNDB38,929-1,396$1,640
ISHARES TR (IJR) 18,150 -92 $1,522
     IJR18,150-92$1,522
SPDR S&P 500 ETF TR (SPY) 4,618 -305 $1,486
     SPY4,618-305$1,486
PIMCO ETF TR (MUNI) 26,758 +654 $1,477
     MUNI26,758+654$1,477
ISHARES TR (IJH) 6,451 -79 $1,328
     IJH6,451-79$1,328
VANGUARD INDEX FDS (VUG) 6,416 +22 $1,169
     VUG6,416+22$1,169
EVERGY INC 17,649 +153 $1,149
     EVRG17,649+153$1,149
SCHWAB STRATEGIC TR 14,887 -59 $1,143
     SCHX14,887-59$1,143
ISHARES TR (IWM) 5,215 -21 $864
     IWM5,215-21$864
JOHN HANCOCK EXCHANGE TRADED (JHML) 20,237 -247,735 $834
     JHML20,237-247,735$834
SPDR SERIES TRUST (SPTM) 20,206 +1,655 $805
     SPTM20,206+1,655$805
HENRY JACK & ASSOC INC 5,163 UNCH $752
     JKHY5,163UNCH$752
JOHN HANCOCK EXCHANGE TRADED (JHMD) 25,297 -239,141 $749
     JHMD25,297-239,141$749
VANGUARD INTL EQUITY INDEX F (VEU) 13,456 -916 $723
     VEU13,456-916$723
MICROSOFT CORP 4,143 -4,244 $653
     MSFT4,143-4,244$653
ISHARES TR (IWB) 3,599 -3 $642
     IWB3,599-3$642
ISHARES TR (IWR) 9,999 +8 $596
     IWR9,999+8$596
ISHARES TR (IWV) 3,112 UNCH $587
     IWV3,112UNCH$587
SCHWAB STRATEGIC TR 18,425 -51 $533
     FNDF18,425-51$533
SCHWAB STRATEGIC TR 4,962 -48,289 $461
     SCHG4,962-48,289$461
AMAZON COM INC 247 +18 $456
     AMZN247+18$456
ISHARES TR (IDV) 13,127 -1,871 $441
     IDV13,127-1,871$441
ISHARES TR (IWF) 2,427 +391 $427
     IWF2,427+391$427
SPDR SER TR (LGLV) 3,727 +556 $426
     LGLV3,727+556$426
SCHWAB STRATEGIC TR 11,905 -3,062 $412
     SCHC11,905-3,062$412
CERNER CORP 5,494 UNCH $403
     CERN5,494UNCH$403

See Full List: All Stocks Held By Retirement Planning Group
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Retirement Planning Group

Size ($ in 1000's)
At 12/31/2019: $502,321
At 09/30/2019: $472,361

Retirement Planning Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Retirement Planning Group 13F filings. Link to 13F filings: SEC filings

Retirement Planning Group Top Holdings 13F Filings | www.HoldingsChannel.com

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